Authorisations by CHARTER FINANCIAL PLANNING LIMITED that ended in 2016

357 of the 3,596 authorisations granted by CHARTER FINANCIAL PLANNING LIMITED ended during 2016 — 9.9% of its record, and 2.7% of everything that ended in Australia that year.

357ended in 2016

9.9%share of CHARTER FINANCIA

2.7%share of 2016

202also authorised elsewhere

If you were advised by one of these people on or before their end date, CHARTER FINANCIAL PLANNING LIMITED is normally the licensee that answers for it. If you were advised afterwards, it is not — look at who authorised them next. Why the dates decide.

All 3,596 authorisations by CHARTER FINANCIAL PLANNING LIMITED · Everything that ended in 2016

The 357 that ended in 2016

CHARTER FINANCIAL PLANNING LIMITED, ended 2016, alphabetical
Representative	Number	From	To	Status
A & T FINANCIAL SERVICES PTY. LTD.	000428521	25/09/2012	01/01/2016	Ceased
ABELA, TYRONE C	000463062	15/03/2016	17/11/2016	Ceased
ABRAMOFF, ALEXANDER	000459942	17/06/2014	10/06/2016	Ceased
ACTION ADVICE PTY. LTD.	001237418	25/11/2015	11/04/2016	Ceased
ADDIS, ELIZABETH MARY	000239696	29/04/2015	10/11/2016	Ceased
AGOSTINELLI, JOHN	000456680	16/04/2014	29/06/2016	Ceased
ALDOUS, ADRIAN	000431323	26/11/2012	28/06/2016	Ceased
ALI, GRAEME	000310619	22/02/2007	30/12/2016	Ceased
ALTSCHWAGER, REX ANTHONY	000238208	31/05/2012	30/06/2016	Ceased
ANDERSON, ANTHONY PATRICK	000244633	20/12/2013	31/12/2016	Ceased
ANNOUNCER VICTORIA PTY LIMITED	001238792	25/01/2016	12/09/2016	Ceased
ARENTZ, TYSON MICHAEL	000463481	18/08/2014	15/06/2016	Ceased
ARNOTT, JAMES	000423823	27/06/2012	29/06/2016	Ceased
ASHTON, ADRIAN	001237036	10/11/2015	10/02/2016	Ceased
AT MITCHELL FAMILY TRUST	000428551	25/09/2012	22/07/2016	Ceased
AVERY, NEIL CLIFFORD	000250439	05/09/2011	22/12/2016	Ceased
Aitkins, Gavin James	001007856	30/04/2015	16/08/2016	Ceased
BACON, LARA	000440754	18/06/2013	15/06/2016	Ceased
BAIL, NICOLE MAREE	000440758	18/06/2013	15/06/2016	Ceased
BANKS, MARY THERESA	000310833	31/03/2015	14/01/2016	Ceased
BARCLAY, SHANE	000239333	29/05/2015	03/02/2016	Ceased
BARCLAYS FINANCIAL PLANNING PTY LTD	000466386	06/10/2014	01/09/2016	Ceased
BARKER, MARY	000329351	29/12/2015	19/09/2016	Ceased
BARNES, MURRAY ALAN	000250651	18/09/2012	07/03/2016	Ceased
BARRETT, RONALD JOSEPH	000250497	09/08/2010	26/02/2016	Ceased
BARTLETT, TRACI JOY	000316151	01/08/2007	01/03/2016	Ceased
BATEMAN, DENNIS JOHN	000249803	01/01/2004	30/06/2016	Ceased
BECHTEL, PETER	000250632	10/09/2012	31/10/2016	Ceased
BEETON, RODNEY JAMES	000349743	01/05/2014	10/03/2016	Ceased
BEH, CATHERINE	000465612	22/09/2014	05/12/2016	Ceased
BEN NEWBOLD & ASSOCIATES PTY LTD	001000328	17/03/2015	25/10/2016	Ceased
BIRCHARD, ALAN	000239341	10/06/2015	29/04/2016	Ceased
BLENCOWE, ANDREW	000238419	31/07/2009	14/09/2016	Ceased
BODEY, STEVEN	000455898	02/04/2014	15/06/2016	Ceased
BONIFACIO, ROBERT	000270373	04/08/2009	10/10/2016	Ceased
BOUFFLER, LISA	000445642	18/09/2013	07/04/2016	Ceased
BOURNE, DOUGLAS	000459945	17/06/2014	10/06/2016	Ceased
BRADLEY, MITCHELL	000470683	22/12/2014	06/05/2016	Ceased
BRADLEY, PAUL GARY	000289558	29/06/2012	04/04/2016	Ceased
BRAITHWAITE, CRAIG WILLIAM	000250712	20/06/2012	08/02/2016	Ceased
BRENNAN, CRAIG NELSON	000252325	18/03/2011	18/04/2016	Ceased
BRETT, STEPHEN JAMES	000254367	06/06/2013	09/05/2016	Ceased
BROOKS, BRADLEY	000456683	16/04/2014	28/06/2016	Ceased
BROWN, ALEXANDER JAMES	000277822	25/11/2015	14/03/2016	Ceased
BROWN, CHRISTOPHER JOHN	000334049	14/08/2013	16/08/2016	Ceased
BROWN, DERRICK	000423809	27/06/2012	10/06/2016	Ceased
BUCHANAN, ANDREW	000434305	12/02/2013	10/06/2016	Ceased
BURKE, LIONEL	000437500	15/04/2013	14/06/2016	Ceased
BUTCHER, ROGER	000428321	20/09/2012	15/06/2016	Ceased
CASTELLO, GIOVANNI	000440772	18/06/2013	02/08/2016	Ceased
CHEN, ZUAN	001240629	01/04/2016	02/04/2016	Ceased
CHIMIRRI, ANTHONY VINCE	000466964	11/03/2016	23/08/2016	Ceased
CIURO FAMILY TRUST	000428585	25/09/2012	09/09/2016	Ceased
CIURO, PAUL	000424121	03/07/2012	09/09/2016	Ceased
CLAASSEN, KELLY	000432628	21/12/2012	14/06/2016	Ceased
CLARK, GARY CHARLES	000279337	17/08/2004	10/10/2016	Ceased
CLARKE, DAVID MICHAEL	000459941	17/06/2014	28/06/2016	Ceased
CLARKSON, MARTIN	000427538	05/09/2012	18/06/2016	Ceased
CLUFF, WILLIAM	000440774	18/06/2013	29/06/2016	Ceased
COGHLAN FINANCIAL SERVICES PTY LTD	000428543	25/09/2012	14/10/2016	Ceased
COLEMAN, JENNIFER	000239961	14/10/2009	30/09/2016	Ceased
CONNELLAN, ELAINE	000470168	11/12/2014	14/06/2016	Ceased
CONQUEST FINANCIAL ADVISERS PTY LTD	000453907	21/02/2014	14/10/2016	Ceased
COOK, SIMON	000439015	16/05/2013	17/06/2016	Ceased
COOLEGEM, Anthony Karel	000266789	10/04/2015	31/12/2016	Ceased
CORK, MARYLOU	000422726	05/06/2012	26/04/2016	Ceased
CORPORATION U FINANCIAL SERVICES PTY LTD	000439256	21/05/2013	27/09/2016	Ceased
CORRIGAN, KERRY MAY	000321470	21/01/2008	10/10/2016	Ceased
CORRIGAN, KERRY MAY	000321470	11/10/2016	21/10/2016	Ceased
COUCEIRO, ALFREDO	000300650	26/04/2013	10/06/2016	Ceased
CPWM PTY LTD	000448925	25/11/2015	05/04/2016	Ceased
CRAIG, GARTH ANDREW	000309459	10/04/2015	18/11/2016	Ceased
CRAIK, MATTHEW JOHN	000249810	01/01/2004	05/12/2016	Ceased
CROWE HORWATH (QUEENSLAND) LTD	000315853	27/07/2007	10/10/2016	Ceased
CROWE HORWATH (QUEENSLAND) LTD	000315853	11/10/2016	24/10/2016	Ceased
Casey, Adam	001008485	01/06/2016	10/10/2016	Ceased
Casey, Adam	001008485	11/10/2016	21/10/2016	Ceased
Castles, Melissa Joy	001233385	01/12/2015	15/07/2016	Ceased
Collins, Shaun Raymond	001233351	10/07/2015	04/11/2016	Ceased
Colston, Jasmin Suki	001232784	24/06/2015	01/07/2016	Ceased
Conroy, NATALIE	000320616	25/06/2014	14/03/2016	Ceased
DANDANIS, CONSTANTINOS	000466868	14/10/2014	10/06/2016	Ceased
DANDANIS, MARIA	000466866	14/10/2014	14/06/2016	Ceased
DANIEL, JOHN	000450314	16/12/2013	29/06/2016	Ceased
DANIEL, PATRICIA ANNE	000450313	16/12/2013	29/06/2016	Ceased
DANIELS, JANINE	000456682	16/04/2014	29/06/2016	Ceased
DAVIS, GREGORY	000469881	25/01/2016	31/08/2016	Ceased
DAWS, MICHAEL	000461572	10/07/2014	15/06/2016	Ceased
DEL BIONDO, ANNA MARIA	000308850	07/08/2015	23/09/2016	Ceased
DENCORP PLANNING SERVICES PTY LTD	001009244	12/06/2015	30/09/2016	Ceased
DENVER, JENNIFER ANNE	000282232	12/06/2015	30/09/2016	Ceased
DIAMATARIS, GEORGE	000466867	14/10/2014	14/06/2016	Ceased
DIB, RAY	000250761	14/06/2012	14/12/2016	Ceased
DONIS, JOHN GEORGE	000454110	26/02/2014	14/06/2016	Ceased
DUFF, GRAEME IAN	000455897	02/04/2014	14/06/2016	Ceased
DUFFY, EVA	000465765	24/09/2014	27/09/2016	Ceased
DULLARD, VINCENT	000439415	23/05/2013	15/06/2016	Ceased
DUNSTAN, BRETT	000447677	22/10/2013	10/06/2016	Ceased
DUQUE, OSWALDO	000439258	21/05/2013	23/05/2016	Ceased
DURBALI, ISBER	000434317	17/04/2015	15/01/2016	Ceased
Dusi, Ben Thomas	001007239	10/04/2015	06/10/2016	Ceased
EDDY, LEIGH-JON	000423750	26/06/2012	14/06/2016	Ceased
EDDY, MELANIE	000423749	26/06/2012	14/06/2016	Ceased
ELLENBERG, THOMAS CARROLL	000250343	09/07/2012	10/03/2016	Ceased
ERRATT, SUSANNE	000241982	14/10/2011	12/08/2016	Ceased
ESLER, KIMIHIA CHANTEL	000345721	29/08/2013	27/05/2016	Ceased
Easton, Daniel Mark	001000099	01/10/2015	14/09/2016	Ceased
FAVERO, TONY CLIVE	000250602	01/12/2011	11/03/2016	Ceased
FERGUSON, TRACEY ANN	000331902	05/09/2011	09/05/2016	Ceased
FINANCIAL ACCORD PTY LTD	000242463	28/06/2010	12/09/2016	Ceased
FINANCIAL SERVICES 4 U PTY. LTD.	000444432	29/08/2013	27/05/2016	Ceased
FINK, DANIELLE	000457426	07/05/2014	20/01/2016	Ceased
FINNEGAN, THOMAS	000345958	28/10/2013	12/08/2016	Ceased
FLEMMER, PUNCH	000249800	01/01/2004	31/03/2016	Ceased
FOOTS, THOMAS	000434330	12/02/2013	15/06/2016	Ceased
FORSYTH, DARREN	000457523	09/05/2014	10/06/2016	Ceased
FRANGOS, JOHN	000250512	15/08/2012	30/11/2016	Ceased
FREHNER, NEVILLE JOHN	000356867	25/05/2010	12/02/2016	Ceased
GALE, MATHEW PAUL	000249995	01/01/2004	31/08/2016	Ceased
GATHERCOLE, JENNIFER	000459939	17/06/2014	14/06/2016	Ceased
GIRDLER, NICHOLAS JAMES	000285353	26/06/2013	02/11/2016	Ceased
GLOVER, RACHAEL	000447834	30/07/2014	15/07/2016	Ceased
GOODE COMPANY PTY. LTD.	000240458	10/06/2015	29/04/2016	Ceased
GOODE, RICHARD	000239413	10/06/2015	29/04/2016	Ceased
GRAHAM, PETER DOUST	000268729	15/06/2009	01/10/2016	Ceased
GRANT, MARK VINCENT	000334876	26/02/2009	04/07/2016	Ceased
GREGORY, DONALD	000427776	10/09/2012	30/11/2016	Ceased
GRIFFITHS, SONYA	000423760	26/06/2012	15/06/2016	Ceased
GRO IT PTY LTD	000240455	10/06/2015	29/04/2016	Ceased
GUARNACCIA, STEVE	000432630	21/12/2012	15/06/2016	Ceased
GULLIVER, ADAM	000438110	26/04/2013	10/06/2016	Ceased
Gautam, Manoj	001007520	20/04/2015	01/09/2016	Ceased
Grocke, Brett Jace	001238827	27/01/2016	29/04/2016	Ceased
HAMMOND, RACHAEL	000453908	21/02/2014	14/10/2016	Ceased
HANDBERG, PETER	000345467	08/09/2015	10/12/2016	Ceased
HARDING, DEAN	000266788	10/04/2015	01/06/2016	Ceased
HARRINGTON, GERARD	000434325	12/02/2013	28/06/2016	Ceased
HARTMANN, PETER	000457498	08/05/2014	14/06/2016	Ceased
HBF HEALTH LIMITED	000406073	25/09/2012	30/06/2016	Ceased
HEPWORTH, JAMES	000423758	26/06/2012	14/06/2016	Ceased
HERRMANN, FLORIAN	000467664	28/10/2014	19/12/2016	Ceased
HIAM, ERIC RAYMOND	000292196	22/08/2005	30/06/2016	Ceased
HILL, GEOFFREY	000431322	26/11/2012	28/06/2016	Ceased
HO, DAVID	000423820	27/06/2012	28/06/2016	Ceased
HOEY, BERNARD JOHN	000467119	16/10/2014	23/06/2016	Ceased
HOL, MATTHEW	000235816	05/11/2012	05/02/2016	Ceased
HOWDEN, KERRY SUE	000249829	01/01/2004	14/07/2016	Ceased
HUGHES, JOHN ANDREW	000466865	14/10/2014	29/06/2016	Ceased
Hall, Cara Maree	001235173	08/09/2015	23/08/2016	Ceased
INTEGRATED WEALTH STRATEGIES PTY LTD	000410853	10/12/2013	20/07/2016	Ceased
IVANOV, SARAH	000416217	21/05/2013	26/04/2016	Ceased
JACOB, HOWARD FRANCIS	000231059	13/06/2012	22/06/2016	Ceased
JEALOUS-BENNETT, LOUISE	000283412	31/08/2012	07/10/2016	Ceased
JENNIFER COLEMAN PTY LTD	000341788	14/10/2009	23/06/2016	Ceased
JENNINGS, LEON	000253123	21/10/2014	30/06/2016	Ceased
JONES, RICHARD OWEN	000222773	14/04/2014	06/06/2016	Ceased
JOYCE, KIM ANTHONY	000249920	01/01/2004	14/10/2016	Ceased
KADRIC, SEJLA	000456677	16/04/2014	29/06/2016	Ceased
KAMIEN, NATHAN	000297774	06/09/2012	14/06/2016	Ceased
KAVANAGH, DUSTIN JON	000308995	15/11/2012	13/09/2016	Ceased
KELLY, LAURA	000439362	23/05/2013	29/06/2016	Ceased
KESWICK FINANCIAL SERVICES PTY. LTD.	000278208	10/06/2015	29/04/2016	Ceased
KHALIL FAMILY TRUST	000428612	25/09/2012	01/07/2016	Ceased
KHALIL, NABIL	000250614	30/05/2012	01/07/2016	Ceased
KLETSEL, RACHELLE	000470171	11/12/2014	26/04/2016	Ceased
KSD WEALTH PTY LIMITED	001238905	01/02/2016	06/12/2016	Ceased
Keenan, Margaret	001008298	14/05/2015	14/06/2016	Ceased
LAMBERT, PETER STANLEY	000241838	17/08/2009	01/06/2016	Ceased
LANDWEHR, DALLAS JAMES DAVID	000450308	16/12/2013	10/06/2016	Ceased
LAU, GERALD	000434304	12/02/2013	14/06/2016	Ceased
LAUGHLIN, ADAM	000439414	23/05/2013	15/06/2016	Ceased
LAWRY, ASHLEY JOHN	000453129	10/02/2014	10/06/2016	Ceased
LENEHAN, SHANE	000327394	11/06/2010	18/04/2016	Ceased
LIMMER, CHRIS	000247724	20/12/2011	01/08/2016	Ceased
LINDSAY, MARK ALEXANDER	000283023	21/12/2015	09/06/2016	Ceased
LITTLE, JOEL GREGORY	000330795	21/01/2014	29/04/2016	Ceased
LITTLEY, ALAN	000225220	26/05/2008	18/04/2016	Ceased
LIU, DIFAN	000459947	17/06/2014	10/06/2016	Ceased
LLEWELYN FINANCIAL SERVICES PTY LTD	000429516	16/10/2012	12/08/2016	Ceased
LLEWELYN, ROBERT WILLIAM	000248770	16/10/2012	18/07/2016	Ceased
LLEWELYN, ROBERT WILLIAM	000248770	19/07/2016	12/08/2016	Ceased
LONEY, BRETT	000456679	16/04/2014	28/06/2016	Ceased
LOUDON, WARREN MICHAEL	000444155	29/05/2015	19/08/2016	Ceased
LOUWRENS, JENNY	000430382	15/12/2015	14/12/2016	Ceased
LUPLAU, DESMOND WINTON	000256642	10/12/2013	20/07/2016	Ceased
LUPPINO, FRANCA	000439240	20/05/2013	01/07/2016	Ceased
MACCORA, ADAM	000437436	12/04/2013	10/06/2016	Ceased
MACLEOD, ALEX	000459940	17/06/2014	10/06/2016	Ceased
MAHONY, NOEL JOHN	000250434	31/08/2012	30/06/2016	Ceased
MALONEY, SHAUN	000450465	19/12/2013	22/01/2016	Ceased
MANCINI, ADRIAN	000456678	16/04/2014	28/06/2016	Ceased
MARBELLI, JUANITA	000435903	11/07/2013	24/03/2016	Ceased
MARCACCIO, FRANK	000248917	25/01/2016	12/09/2016	Ceased
MAROULIS, PETER	000232247	11/12/2014	14/06/2016	Ceased
MARSHALL, JOHN ERIC	000250698	20/07/2012	08/09/2016	Ceased
MARY BARKER FINANCIAL PLANNING PTY LTD	001238294	29/12/2015	19/09/2016	Ceased
MATHEWS, CURT ALAN	000442359	21/12/2015	30/05/2016	Ceased
MAY, STEVEN ROBERT	000230145	03/02/2016	13/05/2016	Ceased
MCALLISTER, DANIEL	000321393	12/12/2014	09/05/2016	Ceased
MCEVOY, WADE JOHN	000396518	26/10/2015	16/08/2016	Ceased
MCGILVRAY, STUART GORDON	000333260	19/03/2013	27/11/2016	Ceased
MCINTYRE, PHILIP CHARLES	000249911	01/01/2004	22/12/2016	Ceased
MCKEIVER, CATHERINE	000429455	22/07/2014	12/09/2016	Ceased
MCMICHAN, DARLENE	000457549	09/05/2014	10/06/2016	Ceased
MCNAUGHT, EMMA ROCHELLE	000463480	18/08/2014	15/06/2016	Ceased
MEDSON, KYLE AARON	000328912	18/08/2008	10/10/2016	Ceased
MEDSON, KYLE AARON	000328912	11/10/2016	21/10/2016	Ceased
MENEY, NOEL	000439416	23/05/2013	15/06/2016	Ceased
MENEZIES, JAMES PATRICK	000314892	19/12/2013	16/08/2016	Ceased
MEREDITH, PAUL	000445591	17/09/2013	14/06/2016	Ceased
MICHALAK, STEPHEN EUGENE PAUL	000427523	28/08/2013	23/06/2016	Ceased
MIDDAP, GARYTH	000257011	30/05/2012	01/07/2016	Ceased
MITCHELL, ELIZABETH ANN	000250652	05/01/2005	22/07/2016	Ceased
MODY, MONISH	000430665	12/11/2012	29/06/2016	Ceased
MONROE, RICHARD	000420322	17/12/2015	09/05/2016	Ceased
MOSCOVITCH, LEON	000457996	15/05/2014	02/08/2016	Ceased
MULVENA-TRINDER, JENNIFER FAY	000434329	12/02/2013	16/09/2016	Ceased
MURDEN, MARTIN FREDERICK	000249988	21/05/2012	19/12/2016	Ceased
MY PLANNING HOUSE PTY LTD	000431880	28/08/2013	23/06/2016	Ceased
MYLON, DAVID WILLIAM	000461570	10/07/2014	15/06/2016	Ceased
McCutcheon, Roderick James	001008440	20/05/2015	23/12/2016	Ceased
McDrury, Shane	001003313	05/08/2016	01/12/2016	Ceased
McGoldrick, Deen	001005585	01/02/2016	06/12/2016	Ceased
NAGLE, JOHN	000430666	12/11/2012	14/06/2016	Ceased
NEUMANN, MARK	000382807	24/05/2013	21/01/2016	Ceased
NEWBOLD, BENJAMIN JOHN	000327214	17/03/2015	25/10/2016	Ceased
NEXT GENERATION FINANCIAL STRATEGIES PTY LTD	000444733	05/09/2013	02/11/2016	Ceased
NICOL, ROBERT MICHAEL	000242226	17/10/2011	20/05/2016	Ceased
NOBLE, STEVE LESLIE	000249840	01/01/2004	26/02/2016	Ceased
NORTON, ADRIAN JAMES	000310621	03/09/2013	24/03/2016	Ceased
NUKU, HANNAH JAYNE	000440084	04/06/2013	27/09/2016	Ceased
Nataprawira, Hana Celia	001238234	23/12/2015	01/05/2016	Ceased
O'BRIEN, DAVID ALLEN	000327066	18/09/2012	07/03/2016	Ceased
O'KELLY, LINDA	000326599	04/06/2012	12/12/2016	Ceased
O'Reilly, Robert James	001235560	21/09/2015	28/02/2016	Ceased
PARBHOO, KUNAAL	000433615	25/01/2013	22/01/2016	Ceased
PARFETT, ROSS	000461546	10/07/2014	29/06/2016	Ceased
PASTORS, SIMON	000451768	15/01/2014	01/07/2016	Ceased
PATHWAY FINANCIAL MANAGEMENT PTY LTD	000275833	06/05/2004	05/12/2016	Ceased
PEREZ RETAMAL, ANTONIO	000447569	21/10/2013	17/03/2016	Ceased
PERLEN, HENRY	000274844	23/02/2015	29/06/2016	Ceased
PETROVIC, MILAN	000428686	26/09/2012	19/12/2016	Ceased
PETRUZZELLI, ANNA	000423824	27/06/2012	28/06/2016	Ceased
PETRUZZELLI, FRANK	000423819	27/06/2012	28/06/2016	Ceased
PHALANX FINANCIAL SERVICES PTY LTD	000436428	19/03/2013	27/11/2016	Ceased
PHILLIPS, BRENDAN MICHAEL	000436847	08/09/2014	04/07/2016	Ceased
PHILLIPS, RACHEL JASMIN	000332512	21/12/2015	08/02/2016	Ceased
PICKERING, RICKY ALAN	000453130	10/02/2014	15/06/2016	Ceased
PILCHER, DARREN EDWARD	000337221	16/05/2012	27/01/2016	Ceased
PILCHER, DONALD EDWARD	000338822	16/05/2012	27/01/2016	Ceased
PINO, JOESEPH	000440759	18/06/2013	15/06/2016	Ceased
PLANWELL SHEPPARTON PTY LTD	000409384	04/08/2011	04/07/2016	Ceased
POCI, ANTHONY	000250554	17/07/2012	10/10/2016	Ceased
POISSON, GILBERT DOMINIQUE	000385948	04/02/2014	27/10/2016	Ceased
POYNTER, BRENTON JOHN	000245151	07/06/2010	17/06/2016	Ceased
PURAIN, DEV SINGH	000431782	17/12/2015	18/05/2016	Ceased
RECHTER, STEPHEN JOHN	000250767	05/06/2012	14/06/2016	Ceased
REED, MARK	000439413	23/05/2013	15/06/2016	Ceased
REEVES, STUART PETER	000248496	26/03/2015	20/01/2016	Ceased
RICHMOND, DAVID ALEXANDER	000447555	08/09/2015	18/07/2016	Ceased
RM NICOL FINANCIAL PLANNING PTY LTD	000297058	17/10/2011	20/05/2016	Ceased
ROBERTSON, SHARON	000450309	16/12/2013	15/06/2016	Ceased
ROBINETT, AMANDA JANE	000467118	16/10/2014	23/06/2016	Ceased
ROGERS, PAUL MICHAEL OWEN	000431109	01/10/2014	15/03/2016	Ceased
ROMEO, GREGORY	000459944	17/06/2014	14/06/2016	Ceased
ROMEO, SAMUEL	000432532	20/12/2012	03/06/2016	Ceased
ROWE, GEOFFREY	000427619	06/09/2012	14/06/2016	Ceased
RSD FINANCIAL SOLUTIONS PTY LTD	000327710	08/09/2015	10/12/2016	Ceased
RUSSELL, NICOLE	000432629	21/12/2012	14/06/2016	Ceased
Ristevski, Renee Rose	001233490	15/07/2015	17/10/2016	Ceased
SADOWY, HELEN	000459946	17/06/2014	14/06/2016	Ceased
SALVATORE, FABIO ANTONINO	000463483	18/08/2014	14/06/2016	Ceased
SALVATORE, KERRIE ANNE	000463482	18/08/2014	14/06/2016	Ceased
SAMARA, CHRISTINA BENG	000250754	21/09/2012	30/03/2016	Ceased
SANDERY, JOHN	000439399	23/05/2013	02/08/2016	Ceased
SAPHIRE FINANCIAL SERVICES PTY LTD	000343736	10/04/2015	31/12/2016	Ceased
SAWYER, LUKE	000457495	08/05/2014	14/06/2016	Ceased
SCHULTZ, ELIZABETH	000437026	04/04/2013	28/06/2016	Ceased
SECURITAS PRIVATE WEALTH PTY LTD	000429624	24/02/2015	16/08/2016	Ceased
SENSIBLE FINANCIAL PLANNING PTY LTD	000450507	20/12/2013	31/12/2016	Ceased
SEWELL, MARK CHARLES	000245195	02/08/2012	19/05/2016	Ceased
SHAKESPEAR, LAUREL JANE	000306274	24/06/2015	29/01/2016	Ceased
SHANE BARCLAY & ASSOCIATES PTY LTD	000240332	29/05/2015	03/02/2016	Ceased
SHANTY, TINA	000423822	27/06/2012	29/06/2016	Ceased
SHELDON, PAUL	000250368	22/12/2004	03/07/2016	Ceased
SIGGINS, JULIE	000439417	23/05/2013	15/06/2016	Ceased
SILPERT, AZRIL LESLIE	000445582	17/09/2013	10/06/2016	Ceased
SIMPSON-FOSTER, MATTHEW	000443661	12/08/2013	02/06/2016	Ceased
SMITH, JEFFREY GRAHAM	000261357	06/10/2011	01/12/2016	Ceased
SMYTHE, JOHN ANTHONY	000250669	21/12/2010	12/12/2016	Ceased
SPENCER, GARY	000435717	08/03/2013	20/01/2016	Ceased
SREDOJEVIC, RADOVAN	000464421	02/09/2014	15/06/2016	Ceased
STADLER, JOSEF	000305126	09/11/2007	30/08/2016	Ceased
STANTON, THERESE MARY	000249900	01/01/2004	05/08/2016	Ceased
STEPHEN & PARTNERS WEALTH MANAGEMENT PTY LTD	000311369	25/09/2012	03/10/2016	Ceased
STEPHEN, JAMES LIAM	000302741	02/02/2009	03/10/2016	Ceased
STEWART, DUANE MARK	000306146	11/07/2011	09/05/2016	Ceased
SUPPLE, ADAM	000423808	27/06/2012	10/06/2016	Ceased
SURCH, ANGELA LOUISE	000327236	24/08/2015	09/02/2016	Ceased
SUTHERLAND, GARY	000437499	15/04/2013	14/06/2016	Ceased
SWINFORD, BRUCE	000413881	04/07/2014	10/10/2016	Ceased
SWINFORD, BRUCE	000413881	11/10/2016	21/10/2016	Ceased
SYMES, MAUREEN	000437025	04/04/2013	29/06/2016	Ceased
Sandover, Robin	001239448	19/02/2016	28/10/2016	Ceased
Sherwood, James	001006893	02/04/2015	27/04/2016	Ceased
Superina, Daniel Lawrence	001004305	09/06/2015	23/06/2016	Ceased
TALK SERVICES PTY LTD	000320541	26/05/2008	18/04/2016	Ceased
TANG-BOWMAN, STEPHANIE KIT YI	000328369	04/09/2015	01/11/2016	Ceased
TAUFA, SEMI	000310652	02/06/2015	04/11/2016	Ceased
TAYLOR, MARK	000462817	05/08/2014	11/11/2016	Ceased
TAYLOR, ROBERT DOUGLAS	000281912	27/08/2012	02/08/2016	Ceased
TAYLOR, RODNEY	000445595	17/09/2013	15/06/2016	Ceased
TAYLOR, SCOTT	000394635	23/12/2010	12/09/2016	Ceased
THAMM, ANTHONY	000440757	18/06/2013	15/06/2016	Ceased
THAMM, TROY	000440756	18/06/2013	15/06/2016	Ceased
THE ABL INSURANCE SERVICES TRUST	000428522	25/09/2012	07/03/2016	Ceased
THE TRUSTEE FOR BONIFACIO FAMILY TRUST	000428550	25/09/2012	10/10/2016	Ceased
THE TRUSTEE FOR C2G FINANCIAL SERVICES TRUST	000428542	25/09/2012	01/09/2016	Ceased
THE TRUSTEE FOR DON PILCHER FAMILY TRUST	000428547	25/09/2012	27/01/2016	Ceased
THE TRUSTEE FOR ELLENBERG FAMILY TRUST TOM	000424555	09/07/2012	04/03/2016	Ceased
THE TRUSTEE FOR FERGUSON FAMILY TRUST	000410918	05/09/2011	09/05/2016	Ceased
THE TRUSTEE FOR G & J CLARK FAMILY TRUST	000428572	25/09/2012	10/10/2016	Ceased
THE TRUSTEE FOR INTEGRATED ADVICE SERVICES UNIT TRUST	000408805	25/07/2011	01/08/2016	Ceased
THE TRUSTEE FOR SM ROMEO FAMILY TRUST	000432531	20/12/2012	03/06/2016	Ceased
THE TRUSTEE FOR THE PBFS UNIT TRUST	000339029	04/09/2012	30/08/2016	Ceased
THE TRUSTEE FOR THE STEPHEN BRETT FAMILY TRUST	000440224	06/06/2013	09/05/2016	Ceased
THE TRUSTEE FOR WILTON FAMILY DISCRETIONARY TRUST	000428569	25/09/2012	07/06/2016	Ceased
THE TRUSTEE FOR WMS UNIT TRUST	000456106	07/04/2014	19/05/2016	Ceased
THE TRUSTEE FOR ZERBE FAMILY TRUST	000466896	29/04/2015	25/10/2016	Ceased
THIELE, TARRYN	000457515	09/05/2014	26/02/2016	Ceased
THOMSON, DOUGLAS ARTHUR	000288921	02/04/2014	02/08/2016	Ceased
TING, BARRON KEAN	000461548	10/07/2014	10/06/2016	Ceased
TIPPETT, DAVID KEITH	000298956	21/05/2013	18/11/2016	Ceased
TUBB, PHIL	000417291	08/02/2012	16/12/2016	Ceased
TURRISI, SAMUEL	000309781	10/10/2013	26/02/2016	Ceased
TURSI, RHONDA	000445596	17/09/2013	14/06/2016	Ceased
TYNDALL, DAVID	000423748	26/06/2012	10/06/2016	Ceased
Tuit, Jordan Kate	001240969	13/04/2016	23/09/2016	Ceased
VAUGHAN, DAVID	000455752	06/05/2016	14/09/2016	Ceased
VEAL, ROBERT	000423759	26/06/2012	10/06/2016	Ceased
VIRIDIAN WEALTH MANAGEMENT PTY LTD	000299031	10/03/2006	29/06/2016	Ceased
Valia, Ram	001000077	04/02/2016	09/08/2016	Ceased
Venn, David Kimberley	001236150	08/10/2015	27/05/2016	Ceased
WARD, PETER JAMES	000339028	04/09/2012	30/08/2016	Ceased
WATSON, ELLIOT LIONEL	000314920	16/11/2012	11/03/2016	Ceased
WELLS, ANDREW	000359107	25/11/2015	11/04/2016	Ceased
WHITEHEAD, ANTHONY JAMES	000461576	10/07/2014	15/06/2016	Ceased
WIEDERMANN, MICHAEL	000439257	21/05/2013	27/09/2016	Ceased
WILKES, WAYNE	000450124	11/12/2013	10/11/2016	Ceased
WILKINSON FINANCIAL PLANNING PTY LIMITED	000428504	25/09/2012	13/05/2016	Ceased
WILKINSON, ROBIN	000302564	27/06/2006	13/05/2016	Ceased
WILSON, HELEN CLAIRE	000286148	29/04/2015	10/11/2016	Ceased
WILTON, PETER	000281018	06/10/2004	07/06/2016	Ceased
WOODHART, JENNIFER	000239864	31/03/2015	03/12/2016	Ceased
Wells, Andrew	001237443	25/11/2015	05/01/2016	Ceased
ZANI, KEVIN JAMES	000463479	18/08/2014	14/06/2016	Ceased
ZERBE, HAMISH LORIMORE	000311583	29/04/2015	25/10/2016	Ceased

Where they were authorised next

143 of these 357 were followed by another authorisation elsewhere; 214 were the last on that record.

Authorised next by	Authorisations	Share
ANSERES CAPITAL INVESTMENTS PTY LTD	13	9.1%
AKUMIN FINANCIAL PLANNING PTY LIMITED	10	7.0%
licence 237857	10	7.0%
CHARTER FINANCIAL PLANNING LIMITED	9	6.3%
licence 237590	6	4.2%
GPS WEALTH LTD	6	4.2%
HILLROSS FINANCIAL SERVICES LIMITED	5	3.5%
licence 245569	4	2.8%
SYNCHRON ADVICE PTY LTD	4	2.8%
FORTNUM PRIVATE WEALTH LTD	3	2.1%
licence 234664	3	2.1%
licence 231138	3	2.1%
licence 230692	3	2.1%
INFOCUS SECURITIES AUSTRALIA PTY LTD	3	2.1%
licence 239183	2	1.4%
HNW PLANNING PTY LTD	2	1.4%
COUNT FINANCIAL LIMITED	2	1.4%
AWARE FINANCIAL SERVICES AUSTRALIA LIMITED	2	1.4%

Other licensees that lost representatives in 2016

AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD — 1,052
BENDIGO AND ADELAIDE BANK LIMITED — 849
AKUMIN FINANCIAL PLANNING PTY LIMITED — 398
AUSTRALIAN WARRANTY NETWORK PTY LTD — 161
ALLIANZ AUSTRALIA INSURANCE LIMITED — 105
CHUBB INSURANCE AUSTRALIA LTD — 138
ARETE RISK & INSURANCE PARTNERS PTY LTD — 165
COUNT FINANCIAL LIMITED — 99
COMMUNITY BROKER NETWORK PTY LTD — 188
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED — 222
AIA FINANCIAL SERVICES PTY LIMITED — 92
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD — 98
MASTERCARD PREPAID MANAGEMENT SERVICES AUSTRALIA PTY LTD — 165
CHU UNDERWRITING AGENCIES PTY LTD — 97

CHARTER FINANCIAL PLANNING LIMITED in other years

2022 — 132
2021 — 150
2020 — 250
2019 — 198
2018 — 161
2017 — 225
2015 — 167
2014 — 170
2013 — 139
2012 — 176
2011 — 129
2010 — 136
2009 — 140
2008 — 111
2006 — 134
2005 — 102
2004 — 98

Money lost after advice you were given?

357 authorisations are listed on this page. A complaint about an authorised representative normally goes to AFCA against the licensee that authorised them — and there is no fee. Tell us what happened and we will point the enquiry at people who take these cases. We are not lawyers, we take no share of anything recovered, and we make no promise about the outcome.

How we use this.